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# Customer setup

> This topic goes through the process of creating new customers as a part of your POS academy training.

This topic goes through the process of creating new customers from the POS.

#### Prerequisites

* Have a button on the POS configured with the POS Action **INSERT_CUSTOMER**. The name of the button should be **Create New Customer**, or similar.
* (Optional) Have customer templates defined.

## Create a new customer and add them to the sale

1. Open the POS and press **Customers**.
2. If the customer already exists, press **Select Customer**, and choose a customer from the list.
3. Press **Create New Customer**.
4. Enter customer information manually.\
   The fields marked with \* are mandatory.
5. Press **Close**.\
   The customer is created and added to sale.

## Apply an existing customer template to the customer (optional)

1. Follow the steps from the procedure above.
2. Press **...** in the upper right corner followed by **Apply Template** to apply an existing customer template.
3. Choose the **CUSTOMER COMPANY** template and press **OK**.\
   The information from the template is applied.
4. Press **Close**.\
   The customer is created and added to sale.

## Create customers and customer templates in Business Central

To create customers in Business Central and apply customer templates, refer to the procedure on the [<ins>official Microsoft learning portal</ins>](https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-register-new-customers).

#### See also

* [<ins>POS actions</ins>](/product/retail-pos-processes-pos-actions-ref)